Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | PIMCO All Asset: Multi-Real Fund | 57% | — | Pacific Investment Management Company LLC |
| 2 | PIMCO CommodityRealReturn Strategy Fund · PCRIX, PCRRX, PCRAX, PCRCX, PCRPX, PCSRX, PCRNX cheaper | 55% | 1.00% | Pacific Investment Management Company LLC |
| 3 | PIMCO CommodityRealReturn Strategy Portfolio · VPVCRDV, VPVCRVV, PCOMRSI, PCOMRSM | 48% | 2.13% | Pacific Investment Management Company LLC |
| 4 | PIMCO Real Return Fund · PRRIX, PARRX, PRTNX, PRTCX, PRRRX, PRLPX, PRNPX cheaper | 47% | 0.50% | Pacific Investment Management Company LLC |
| 5 | PIMCO Real Return Portfolio · VPVRRDV, VPVRRIV, VPVRRVV cheaper | 42% | 0.92% | Pacific Investment Management Company LLC |
| 6 | Fixed Income SHares: Series R · FXIRX | 37% | 4.30% | Pacific Investment Management Company LLC |
| 7 | JNL/PIMCO Real Return Fund cheaper diff. adviser | 37% | 1.04% | Jackson National Asset Management, LLC |
| 8 | EQ/PIMCO Real Return Portfolio diff. adviser | 35% | 2.28% | Equitable Investment Management Group, LLC |
| 9 | Inflation Managed Portfolio cheaper diff. adviser | 35% | 1.12% | Pacific Life Fund Advisors LLC |
| 10 | NYLI VP PIMCO Real Return Portfolio cheaper diff. adviser | 34% | 0.82% | New York Life Investment Management LLC |
| 11 | Inflation-Linked Fixed Income Fund · TILUX diff. adviser | 34% | 2.27% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 12 | PIMCO Real Return Portfolio | 34% | — | Pacific Investment Management Company LLC |
| 13 | SIMT Multi-Asset Accumulation Fund · SAAAX, SMOYX cheaper | 33% | 1.09% | — |
| 14 | Fidelity SAI Inflation-Protected Bond Index Fund · FSPWX cheaper diff. adviser | 33% | 0.05% | Fidelity Management & Research Company LLC |
| 15 | State Street(R) SPDR(R) Portfolio TIPS ETF · SPIP cheaper diff. adviser | 33% | 0.12% | SSGA Funds Management, Inc. |
| 16 | WisdomTree TIPS Digital Fund · TIPSX cheaper diff. adviser | 33% | 0.05% | WisdomTree Digital Management, Inc. |
| 17 | VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF · VTP cheaper diff. adviser | 33% | 0.05% | The Vanguard Group, Inc. |
| 18 | Schwab U.S. TIPS ETF · SCHP cheaper diff. adviser | 33% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | Fidelity Inflation-Protected Bond Index Fund · FIPDX cheaper diff. adviser | 33% | 0.05% | Fidelity Management & Research Company LLC |
| 20 | Schwab Treasury Inflation Protected Securities Index Fund · SWRSX cheaper diff. adviser | 33% | 0.05% | Charles Schwab Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.